Not much of an NFT holder these days but cant say no to obvious opportunities.
$CASHCAT NFTs have floor price of only 0.06 ETH.
For comparison when TROLL was $65M mc, their NFTs hit 0.3 ETH.
5x from here to match that seems reasonable.
Robinhood's willingness to list tokens from their own chain will change our industry forever.
Think about how we've done things for 15 years.
Crypto native L1 launches, tokens launch on the L1s.
This model was designed to hope people used the tech and to hope retail will show up.
We were building venues inside an empty room and the audience showed up once every 4 years.
Then we were stuck with the same 40,000 people passing the same liquidity around, calling it adoption.
Now a coin can launch on Robinhood chain and end up visible inside an app that people already opened this morning to check their pension contributions.
This is a billboard on a road retail already drives down.
One which has over 14 million monthly users which changes everything from a psychological perspective.
Memecoin on PumpFun looks like gambling. The exact same memecoin sitting in a brokerage app, three rows under apple and tesla, looks like an asset.
When you put the same asset behind an interface with a customer service number and a login you already trust, the whole risk calculation moves.
Which is why I think the L1 era is basically finished.
A retail application with an L2 is the new L1.
Thankgiving 2026.
You're playing GTA 6.
Uncle asks you to download FOMO app.
Billion dollar runners everywhere.
Black Bull on the Las Vegas Sphere.
Life is good.